kabutan

ITOCHU ENEX, First Half Net Income Decreases by 12%, Jul-Sep Net Income Decreases by 22%

Fri Oct 31, 2025 1:00 pm JST Earnings

8133 ITOCHU ENEX CO.,LTD. 【IFRS】

Earnings Report

ITOCHU ENEX CO.,LTD. <8133> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on October 31st (13:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 11.9% from the same period last year to 6.90 billion yen. Progress toward the full-year plan of 16.0 billion yen was 43.1%, also falling below the five-year average of 50.7%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to decrease 1.8% from the same period last year to 9.09 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income decreased to 3.24 billion yen, a 21.8% decrease compared to the same period last year. The operating profit margin worsened from 3.2% in the same period last year to 2.5%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 455,635 15,885 15,430 8,917 79.0 62.5 Oct 31, 2023 IFRS
Apr - Sep, 2024 437,224 12,680 13,562 7,837 69.5 48.1 Oct 31, 2024 IFRS
Apr - Sep, 2025 411,651 11,171 11,360 6,901 61.2 43.2 Oct 31, 2025 IFRS
YoY -5.8% -11.9% -16.2% -11.9% -12.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 31 Apr 30, 2025 IFRS
Apr - Sep, 2025 Results 411,651 11,171 11,360 6,901 61.2 31 Oct 31, 2025 IFRS
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 487,257 14,216 14,611 9,265 82.2 34 Apr 30, 2025 IFRS
Oct - Mar, 2025 Guidance ー 13,329 14,940 9,099 80.6 31 Oct 31, 2025 IFRS
YoY － -6.2% +2.3% -1.8% -1.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 963,302 23,587 24,687 13,887 123.0 54 Apr 30, 2024 IFRS
Mar, 2025 924,481 26,896 28,173 17,102 151.6 62 Apr 30, 2025 IFRS
Mar, 2026 Guidance ー 24,500 26,300 16,000 141.7 62 Apr 30, 2025 IFRS
YoY － -8.9% -6.6% -6.4% -6.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 226,194 7,265 7,531 4,151 36.8 3.2 Oct 31, 2024 IFRS
Oct - Dec, 2024 241,120 10,309 10,244 6,096 54.1 4.3 Jan 31, 2025 IFRS
Jan - Mar, 2025 246,137 3,907 4,367 3,169 28.1 1.6 Apr 30, 2025 IFRS
Apr - Jun, 2025 203,200 5,967 5,993 3,653 32.4 2.9 Jul 31, 2025 IFRS
Jul - Sep, 2025 208,451 5,204 5,367 3,248 28.8 2.5 Oct 31, 2025 IFRS
YoY -7.8% -28.4% -28.7% -21.8% -21.8%

Related Articles